Solovis, Inc.

Solovis, Inc.

Solovis, Inc.

Date Founded



5030 Riverside Drive,Building, 2,Suite 350,Irving, TX 75039

Type of Company


Employees (Worldwide)

51 - 100


Investment Services & Portfolio Management
Internet Software & Services
Other Business & Consulting Services
Accounting & Financial Services
Computer Software
Holding Companies

Company Description

Solovis, Inc. provides multi-asset class portfolio management and reporting solutions for foundations, endowments, pensions, and family offices. It offers platform that generates detailed analysis and dynamic data modeling across multiple portfolios and pools of capital for actionable and transparent reports that empower investors spanning the front to back office. The company was founded by Josh Smith and Caleb Doise on February 22, 2013 and is headquartered in Birmingham, AL.

Executives & Employees



Chief Financial Officer

Chief Operating Officer

Chief Operating Officer

Chief Marketing Officer

Chief Technology Officer

Chief Analytics Officer

Chief Experience Officer

Chief Knowledge Officer

Board of Directors

Global Head of Wealth Management at Refinitiv US Holdings, Inc.

Co-Founder at Solovis, Inc.

Partner at Nested Rails LLC

Director at Solovis, Inc.

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Solovis, Inc.
Recent Transactions
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Nasdaq, Inc. purchases Solovis, Inc.

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Solovis, Inc. raised money in a private placement transaction

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Solovis, Inc. raised money in a private placement transaction

Transaction Advisors
Legal Advisor

Advised onSolovis, Inc. purchases Madrone, Inc. from Green Visor Capital Management Co. LLC

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Chief Executive Officer at Imagineer Technology Group LLC

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Missionog Capital invests in technology-focused business-to-business companies that seek to accelerate commercialization. The firm provides both financial and human capital to their partner companies, initially investing $100,000 to $500,000. They may also provide significant follow on financial capital to fuel future growth. Missionog Capital targets companies with a technology-based product or service, preferably with a recurring model, that benefits enterprise customers.

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